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Nano Learning

This is Where True Value Lies

Amar Pandit , CFA , CFP

Many financial professionals believe their firm’s value lies in AUM or revenue. But that’s only part of the story. True value comes from something deeper. It’s about the syst ….Read More

January 17, 2025 | 2 Minute Read

Succession Planning

A Wake-Up Call for Founders

Amar Pandit , CFA , CFP

Succession planning is one of the most critical decisions a founder will ever make. It’s not just about passing the baton; it’s about preserving, enhancing, and realizing the v ….Read More

January 14, 2025 | 5 Minute Read

Nano Learning

The 5 Year Rolling Plan

Amar Pandit , CFA , CFP

Rajesh, a mutual fund distributor, had a plan. “In five years, I will sell my firm,” he said. It sounded clear. It sounded decisive. But five years later, nothing had changed. ….Read More

January 10, 2025 | 2 Minute Read

Featured

Where Do You Deliver Value?

Amar Pandit , CFA , CFP

Inspired by Bain & Company’s Elements of Value, Fidelity in 2017 introduced the Advice Value Stack to help wealth firms maximize the value they deliver to clients—and grow thei ….Read More

January 7, 2025 | 5 Minute Read

Nano Learning

The Heaviest Things in Life

Amar Pandit , CFA , CFP

What’s weighing you down? It’s not iron. It’s not gold. It’s the unmade decisions in your life. As a financial professional, you know how important decisions are for your c ….Read More

January 3, 2025 | 2 Minute Read

About Amar Pandit

Amar is a CFA Charterholder from CFA Institute, Virginia, USA and a Certified Financial Planner. He is also an alumnus of the Wharton School of the University of Pennsylvania.

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Amar Pandit is the Founder of several companies that are making a Happy difference in the lives of people. His first one was My Financial Advisor, the happiest and best Private Wealth Management Firm that helps High Net worth Business Owners, Corporate Executives, Doctors and Celebrities to make smart and informed choices about money.
He is currently the Founder of Happyness Factory, a world-class online investment & goal-based financial planning platform through which he aims to help every Indian family save and invest wisely.
He is very passionate about spreading financial literacy and does so through his sharp and analytical columns published regularly in leading financial dailies, publications and portals. He is the author of 4 bestselling books (+ 2 more to release in 2020), 8 Sketch Books and 700 + columns for various newspapers such as Economic Times, Business Standard, Times of India, DNA, Hindustan Times, Mint, Indian Express and magazines.
He has developed a board game Financial Premier League which is a fusion of cricket and personal finance. Besides this, he has developed Corporate Workshops on Financial Literacy and has developed the first financial literacy program for children between the age group of 5 and 12.

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Amar's Philosophy

The HappyRich Advisor Blog covers the core concepts of wealth management and introduces some profound concepts that even the savviest of you will find useful. Through this blog, Amar envisions sharing his rich experience and wisdom in the simplest way with all advisors so that they can build an awesome firm and make a happy difference in the lives of their clients.

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What's Amar Reading